Wisconsin – Schenck SC is pleased to announce Amy Biersteker, CEPA, MSE, business strategist, and Lisa Horn, CEPA, business strategist, recently earned the Certified Exit Planning Advisor designation after completing the Exit Planning Institute’s intensive four-day CEPA program in Atlanta, Georgia. 

 

Biersteker and Horn join an elite group of business advisors who have received this designation and are a part of the Exit Planning Institute’s international community of CEPAs. The CEPA program is the most widely accepted and endorsed program in the world.

 

The Certified Exit Planning Advisor program was specifically designed for business advisors who work closely with owners of privately held companies. Using an executive MBA-style format, the program is designed around a central methodology and uses a combination of lectures, group discussions, case studies and individual exercises to introduce participants to the concepts and to reinforce skills. The program is taught by the Exit Planning Institute’s dedicated faculty of 15 instructors, who are all sought-after subject matter experts and authors. 

 

To receive the CEPA designation, participants completed approximately 100 hours of pre-course study and 30 hours of classroom instruction, and successfully completed a three-hour proctored examination.  

 

Biersteker has more than 20 years of experience working with organizations to develop leaders and their teams. She guides business leaders through the business lifecycle ensuring that the culture of the business is in alignment with the vision and strategic direction.

 

Biersteker holds a Master of Science in Education with an emphasis in counseling and bachelor’s degrees in human services and professional leadership, as well as psychology, from the University of Wisconsin-Oshkosh. She is a member of the Society for Human Resources Management and Fox Valley SHRM.

 

Horn has nearly 20 years of experience leading continuous improvement initiatives in a variety of industries, including manufacturing and health care. She advises senior leaders on strategy and aligns their vision, mission and goals to effectively execute plans that drive organizational success. She is skilled in a number of targeted capacities, such as strategy deployment, value stream thinking and mapping, problem solving and change management.

 

Horn holds a Bachelor of Arts in business from Lakeland University and a nursing degree from Confederation College in Thunder Bay, Ontario, Canada. She holds a number of certifications, including a Lean Manufacturing Certification from the University of Michigan and an IDEO Innovation Certification, among others. Horn is a member of the Association for Talent Development.

 

About Schenck SC

Schenck is a full-service regional accounting and consulting firm. The firm has more than 600 team members who serve clients from eight locations in Wisconsin. As one of the larger CPA firms in the United States, Schenck provides a full range of services including accounting and assurance, tax, business consulting, human resources consulting, information technology, merger and acquisition, retirement planning, wealth advisory and payroll solutions for businesses, government and not-for-profit organizations, and individuals.

 

About the Exit Planning Institute

The Exit Planning Institute (EPI) delivers interactive education and training, performance-enhancing resources, and strategic tools designed to enhance the exit planning profession. Formed in 2005 to serve educational and resource needs of financial planners, wealth managers, attorneys, commercial lenders, M&A advisors, management consultants, and other business advisors, the Exit Planning Institute is considered the standard trendsetter in the field of exit planning. It is the only organization that offers the Certified Exit Planning Advisor Program (CEPA) and qualifies for continuing educational credits with eleven major professional associations, making it the most widely accepted and endorsed professional exit planning program in the world.

 

The Exit Planning Institute provides certification, continuous education, methodology, research, and practice support to its members, which in turn enables members to provide services that significantly change their clients’ outcomes.

 

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